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Timothy G. Massad was chairman of the Commodity Futures Trading Commission from 2014-2017. Previously, he was the assistant secretary for financial stability at the Treasury Department, where he oversaw the Troubled Asset Relief Program and the recovery of the government’s commitments to AIG.

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Clients could face a 100% penalty of taxes owed for filing late.

David E. Johnson is the CEO of Strategic Vision.

Robert Cruz is director of information governance at Actiance, a leader in communications compliance, archiving and analytics.

Have advisors learned nothing from the 2008 crash?

The market is estimated to be worth over $8 trillion in the U.S. alone.

Nathaniel Hoopes is vice president, head of public policy and regulatory affairs at Upstart.

Beefed-up market research will help the firm’s advisors, says President Adam Antoniades.